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The Next Frontier

Dec 2, 2020

Increasingly sophisticated financial services technology is creating new opportunities and putting more choice into the hands of individual advisors. In this episode, Mindy Diamond - President & CEO of Diamond Consultants - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to...


Nov 18, 2020

Digital advancements are reshaping our expectations as clients while also presenting new opportunities for financial advisors. In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, join host Bill Coppel - Managing Director & Chief Client Growth...


Nov 4, 2020

From remote work to social isolation, COVID-19 has had a major impact on our well-being. In this episode, Anita Shaughnessy - Wells Fargo Vice President and Well-Being Benefits Manager - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how the well-being of...


Oct 21, 2020

Society has a negative view on aging, but in reality the wisdom, insight and knowledge acquired from a lifelong career can be one of our greatest assets. In this episode, Chip Conley - best-selling author, entrepreneur and strategic advisor - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at...


Oct 7, 2020

The need for a meaningful and purposeful life transcends age. In fact, you might say it’s even more important as we grow older. In this episode, Marc Freedman - President, CEO, and Founder of Encore.org, - joins host Bill Coppel -Managing Director and Chief Client Growth Officer at First Clearing - to explore ways...